Iag Wealth Partners, LLC Spdr S&P 600 Small Cap Value E Transaction History
Iag Wealth Partners, LLC
- $681 Million
- Q2 2025
A detailed history of Iag Wealth Partners, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 9,159 shares of SLYV stock, worth $748,381. This represents 0.11% of its overall portfolio holdings.
Number of Shares
9,159
Previous 10,253
10.67%
Holding current value
$748,381
Previous $800,000
8.75%
% of portfolio
0.11%
Previous 0.14%
Shares
20 transactions
Others Institutions Holding SLYV
# of Institutions
612Shares Held
33.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC5.31MShares$434 Million0.15% of portfolio
-
Bank Of America Corp Charlotte, NC2.18MShares$178 Million0.01% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.37MShares$112 Million0.22% of portfolio
-
Cannon Financial Strategists, Inc. Athens, GA953KShares$77.8 Million12.0% of portfolio
-
Goelzer Investment Management, Inc.886KShares$72.4 Million4.01% of portfolio